Rick Larsen
U.S. Representative, Washington district 2 (WA02)
Latest disclosure July 12, 2026: Periodic transaction report, filing 20034977.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075151.
As of May 13, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| FNSXX | Ameriprise One Account ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) MF | Joint | $15,001 - $50,000 | p. 1 |
| CATZX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ Columbia Strategic Municipal Income Fund Class I (CATZX) MF | Joint | $15,001 - $50,000 | p. 3 |
| GUIRX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ Goldman Sachs Dynamic Municipal Income Fund - Investor Class (GUIRX) MF | Joint | $15,001 - $50,000 | p. 3 |
| JTBDX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ JHF Municipal Opportunities Fund - Class I (JTBDX) MF | Joint | $15,001 - $50,000 | p. 3 |
| MTFGX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ NYLI MacKay Strategic Muni Allocation Fund Class I (MTFGX) MF | Joint | $15,001 - $50,000 | p. 3 |
| none | Richard R Larsen IRA ⇒ acct 2136 ⇒ Ares Industrial REIT Inc Cl T RE | Member | $15,001 - $50,000 | p. 7 |
| IEMG | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) EF | Member | $15,001 - $50,000 | p. 9 |
| IVV | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Core S&P 500 ETF (IVV) EF | Member | $15,001 - $50,000 | p. 9 |
| IUSB | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Core Universal USD Bond ETF (IUSB) EF | Member | $15,001 - $50,000 | p. 9 |
| EFV | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MSCI EAFE Value ETF (EFV) EF | Member | $15,001 - $50,000 | p. 10 |
| QUAL | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) EF | Member | $15,001 - $50,000 | p. 10 |
| OEF | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares S&P 100 Fund (OEF) EF | Member | $15,001 - $50,000 | p. 10 |
| IVW | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares S&P 500 Growth ETF (IVW) EF | Member | $15,001 - $50,000 | p. 10 |
| IVE | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares S&P 500 Value ETF (IVE) EF | Member | $15,001 - $50,000 | p. 10 |
| none | Riversource RAVA 5 Advantage Variable Annuity/VP Moderate Portfolio Class 2 MF | Member | $1,001 - $15,000 | p. 1 |
| none | Ameriprise One Account ⇒ CNL Healthcare Properties Inc (widely held) RE | Joint | $1,001 - $15,000 | p. 1 |
| ACFSX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ American Century Focused Dynamic Growth Fund - I Class (ACFSX) MF | Joint | $1,001 - $15,000 | p. 2 |
| BFGIX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) MF | Joint | $1,001 - $15,000 | p. 2 |
| LBFIX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ ClearBridge Select Fd I (LBFIX) MF | Joint | $1,001 - $15,000 | p. 2 |
| EICOX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) MF | Joint | $1,001 - $15,000 | p. 2 |
| FAGCX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) MF | Joint | $1,001 - $15,000 | p. 2 |
| OBSIX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) MF | Joint | $1,001 - $15,000 | p. 2 |
| PWJZX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) MF | Joint | $1,001 - $15,000 | p. 2 |
| FEHIX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ First Eagle High Yield Municipal Fund Class I (FEHIX) MF | Joint | $1,001 - $15,000 | p. 3 |
| MLPOX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ Invesco SteelPath MLP Alpha Fund Class Y (MLPOX) MF | Joint | $1,001 - $15,000 | p. 3 |
| CSHZX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ NYLI Cushing MLP Premier Fund Class I (CSHZX) MF | Joint | $1,001 - $15,000 | p. 3 |
| PRPZX | Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 ⇒ PGIM Jennison MLP Fund Class Z (PRPZX) MF | Joint | $1,001 - $15,000 | p. 3 |
| ABT | Richard R Larsen IRA ⇒ Abbott Laboratories Common Stock (ABT) ST | Member | $1,001 - $15,000 | p. 3 |
| GOOGL | Richard R Larsen IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | $1,001 - $15,000 | p. 3 |
| AEP | Richard R Larsen IRA ⇒ American Electric Power Company, Inc. (AEP) ST | Member | $1,001 - $15,000 | p. 3 |
| AXP | Richard R Larsen IRA ⇒ American Express Company Common Stock (AXP) ST | Member | $1,001 - $15,000 | p. 4 |
| AWK | Richard R Larsen IRA ⇒ American Water Works Company, Inc. (AWK) ST | Member | $1,001 - $15,000 | p. 4 |
| AMGN | Richard R Larsen IRA ⇒ Amgen Inc. (AMGN) ST | Member | $1,001 - $15,000 | p. 4 |
| AAPL | Richard R Larsen IRA ⇒ Apple Inc. (AAPL) ST | Member | $1,001 - $15,000 | p. 4 |
| AVGO | Richard R Larsen IRA ⇒ Broadcom Inc. (AVGO) ST | Member | $1,001 - $15,000 | p. 4 |
| BR | Richard R Larsen IRA ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) ST | Member | $1,001 - $15,000 | p. 4 |
| CTAS | Richard R Larsen IRA ⇒ Cintas Corporation - Common Stock (CTAS) ST | Member | $1,001 - $15,000 | p. 4 |
| COST | Richard R Larsen IRA ⇒ Costco Wholesale Corporation (COST) ST | Member | $1,001 - $15,000 | p. 4 |
| EOG | Richard R Larsen IRA ⇒ EOG Resources, Inc. (EOG) ST | Member | $1,001 - $15,000 | p. 4 |
| ESS | Richard R Larsen IRA ⇒ Essex Property Trust, Inc. (ESS) ST | Member | $1,001 - $15,000 | p. 4 |
| XOM | Richard R Larsen IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) ST | Member | $1,001 - $15,000 | p. 5 |
| FDX | Richard R Larsen IRA ⇒ FedEx Corporation Common Stock (FDX) ST | Member | $1,001 - $15,000 | p. 5 |
| GS | Richard R Larsen IRA ⇒ Goldman Sachs Group, Inc. (GS) ST | Member | $1,001 - $15,000 | p. 5 |
| HD | Richard R Larsen IRA ⇒ Home Depot, Inc. (HD) ST | Member | $1,001 - $15,000 | p. 5 |
| MA | Richard R Larsen IRA ⇒ Mastercard Incorporated Common Stock (MA) ST | Member | $1,001 - $15,000 | p. 5 |
| MRK | Richard R Larsen IRA ⇒ Merck & Company, Inc. Common Stock (MRK) ST | Member | $1,001 - $15,000 | p. 5 |
| MSFT | Richard R Larsen IRA ⇒ Microsoft Corporation (MSFT) ST | Member | $1,001 - $15,000 | p. 5 |
| MDLZ | Richard R Larsen IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Member | $1,001 - $15,000 | p. 5 |
| MSI | Richard R Larsen IRA ⇒ Motorola Solutions, Inc. Common Stock (MSI) ST | Member | $1,001 - $15,000 | p. 6 |
| NDAQ | Richard R Larsen IRA ⇒ Nasdaq, Inc. (NDAQ) ST | Member | $1,001 - $15,000 | p. 6 |
| PAYX | Richard R Larsen IRA ⇒ Paychex, Inc. - Common Stock (PAYX) ST | Member | $1,001 - $15,000 | p. 6 |
| PLD | Richard R Larsen IRA ⇒ ProLogis, Inc. (PLD) ST | Member | $1,001 - $15,000 | p. 6 |
| SPGI | Richard R Larsen IRA ⇒ S&P Global Inc. Common Stock (SPGI) ST | Member | $1,001 - $15,000 | p. 6 |
| TJX | Richard R Larsen IRA ⇒ TJX Companies, Inc. (TJX) ST | Member | $1,001 - $15,000 | p. 6 |
| VRSK | Richard R Larsen IRA ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) ST | Member | $1,001 - $15,000 | p. 6 |
| V | Richard R Larsen IRA ⇒ Visa Inc. (V) ST | Member | $1,001 - $15,000 | p. 6 |
| WMT | Richard R Larsen IRA ⇒ Walmart Inc. - Common Stock (WMT) ST | Member | $1,001 - $15,000 | p. 6 |
| ACFSX | Richard R Larsen IRA ⇒ acct 2092 ⇒ American Century Focused Dynamic Growth Fund - I Class (ACFSX) MF | Member | $1,001 - $15,000 | p. 6 |
| BFGIX | Richard R Larsen IRA ⇒ acct 2092 ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) MF | Member | $1,001 - $15,000 | p. 7 |
| LBFIX | Richard R Larsen IRA ⇒ acct 2092 ⇒ ClearBridge Select Fd I (LBFIX) MF | Member | $1,001 - $15,000 | p. 7 |
| EICOX | Richard R Larsen IRA ⇒ acct 2092 ⇒ Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) MF | Member | $1,001 - $15,000 | p. 7 |
| FAGCX | Richard R Larsen IRA ⇒ acct 2092 ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) MF | Member | $1,001 - $15,000 | p. 7 |
| FIXIX | Richard R Larsen IRA ⇒ acct 2092 ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) MF | Member | $1,001 - $15,000 | p. 7 |
| OBSIX | Richard R Larsen IRA ⇒ acct 2092 ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) MF | Member | $1,001 - $15,000 | p. 7 |
| PWJZX | Richard R Larsen IRA ⇒ acct 2092 ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) MF | Member | $1,001 - $15,000 | p. 7 |
| LMGNX | Richard R Larsen IRA ⇒ acct 2873 ⇒ ClearBridge International Growth Fund Class I (LMGNX) MF | Member | $1,001 - $15,000 | p. 8 |
| FIXIX | Richard R Larsen IRA ⇒ acct 2873 ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) MF | Member | $1,001 - $15,000 | p. 8 |
| OSMYX | Richard R Larsen IRA ⇒ acct 2873 ⇒ Invesco International Small-Mid Company Fund Class Y (OSMYX) MF | Member | $1,001 - $15,000 | p. 8 |
| JDVIX | Richard R Larsen IRA ⇒ acct 2873 ⇒ John Hancock Disciplined Value International Fund Class I (JDVIX) MF | Member | $1,001 - $15,000 | p. 8 |
| PWJZX | Richard R Larsen IRA ⇒ acct 2873 ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) MF | Member | $1,001 - $15,000 | p. 8 |
| FMIMX | Richard R Larsen IRA ⇒ acct 3190 ⇒ FMI Common Stock Fund Investor Class (FMIMX) MF | Member | $1,001 - $15,000 | p. 8 |
| GIRPX | Richard R Larsen IRA ⇒ acct 3190 ⇒ Goldman Sachs Emerging Markets Equity Insights Fund - Investor Class (GIRPX) MF | Member | $1,001 - $15,000 | p. 8 |
| VSMIX | Richard R Larsen IRA ⇒ acct 3190 ⇒ Invesco Small Cap Value Class Y (VSMIX) MF | Member | $1,001 - $15,000 | p. 8 |
| VVOIX | Richard R Larsen IRA ⇒ acct 3190 ⇒ Invesco Value Opportunities Fund Class Y (VVOIX) MF | Member | $1,001 - $15,000 | p. 8 |
| JDVIX | Richard R Larsen IRA ⇒ acct 3190 ⇒ John Hancock Disciplined Value International Fund Class I (JDVIX) MF | Member | $1,001 - $15,000 | p. 8 |
| NBPIX | Richard R Larsen IRA ⇒ acct 3190 ⇒ Neuberger Berman Large Cap Value Fd Inst Cl (NBPIX) MF | Member | $1,001 - $15,000 | p. 9 |
| QUSIX | Richard R Larsen IRA ⇒ acct 3190 ⇒ Pear Tree Polaris Foreign Value Small Cap Fund Insti Shs (QUSIX) MF | Member | $1,001 - $15,000 | p. 9 |
| TLH | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) EF | Member | $1,001 - $15,000 | p. 9 |
| BAI | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) EF | Member | $1,001 - $15,000 | p. 9 |
| BINC | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Flexible Income Active ETF (BINC) EF | Member | $1,001 - $15,000 | p. 9 |
| IAU | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares Gold Trust Shares (IAU) EF | Member | $1,001 - $15,000 | p. 9 |
| IAGG | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares International Aggregate Bond Fund (IAGG) EF | Member | $1,001 - $15,000 | p. 9 |
| EMB | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) EF | Member | $1,001 - $15,000 | p. 9 |
| MBB | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MBS ETF (MBB) EF | Member | $1,001 - $15,000 | p. 10 |
| MTUM | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) EF | Member | $1,001 - $15,000 | p. 10 |
| ITA | Richard R Larsen IRA ⇒ acct 6286 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) EF | Member | $1,001 - $15,000 | p. 10 |
| AVUAX | Richard R Larsen Roth IRA ⇒ American Century Mid Cap Value Fund - I Class (AVUAX) MF | Member | $1,001 - $15,000 | p. 10 |
| VSMIX | Richard R Larsen Roth IRA ⇒ Invesco Small Cap Value Class Y (VSMIX) MF | Member | $1,001 - $15,000 | p. 10 |
| DCCIX | Richard R Larsen Roth IRA ⇒ Macquarie Small Cap Core Fund Institutional (DCCIX) MF | Member | $1,001 - $15,000 | p. 11 |
| OBSIX | Richard R Larsen Roth IRA ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) MF | Member | $1,001 - $15,000 | p. 11 |
| VLMIX | Richard R Larsen Roth IRA ⇒ Value Line Mid Cap Focused Fund, Inc. Institutional Class (VLMIX) MF | Member | $1,001 - $15,000 | p. 11 |
| PICMX | Richard R Larsen Roth IRA ⇒ Virtus KAR Mid-Cap Growth Fund I (PICMX) MF | Member | $1,001 - $15,000 | p. 11 |
| ACFSX | Tiia Ingrid Karlen IRA ⇒ American Century Focused Dynamic Growth Fund - I Class (ACFSX) MF | Member | $1,001 - $15,000 | p. 11 |
| BFGIX | Tiia Ingrid Karlen IRA ⇒ Baron Focused Growth Fund Inst Shs (BFGIX) MF | Member | $1,001 - $15,000 | p. 11 |
| LBFIX | Tiia Ingrid Karlen IRA ⇒ ClearBridge Select Fd I (LBFIX) MF | Member | $1,001 - $15,000 | p. 11 |
| EICOX | Tiia Ingrid Karlen IRA ⇒ Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) MF | Member | $1,001 - $15,000 | p. 11 |
| FAGCX | Tiia Ingrid Karlen IRA ⇒ Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) MF | Member | $1,001 - $15,000 | p. 11 |
| FIXIX | Tiia Ingrid Karlen IRA ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) MF | Member | $1,001 - $15,000 | p. 11 |
| OBSIX | Tiia Ingrid Karlen IRA ⇒ Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) MF | Member | $1,001 - $15,000 | p. 12 |
| PWJZX | Tiia Ingrid Karlen IRA ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) MF | Member | $1,001 - $15,000 | p. 12 |
| none | Tiia Ingrid Karlen Roth IRA ⇒ Ameriprise Insured Money Market Account MF | Member | $1,001 - $15,000 | p. 12 |
| LMGNX | Tiia Ingrid Karlen Roth IRA ⇒ ClearBridge International Growth Fund Class I (LMGNX) MF | Member | $1,001 - $15,000 | p. 12 |
| FIXIX | Tiia Ingrid Karlen Roth IRA ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) MF | Member | $1,001 - $15,000 | p. 12 |
| OSMYX | Tiia Ingrid Karlen Roth IRA ⇒ Invesco International Small-Mid Company Fund Class Y (OSMYX) MF | Member | $1,001 - $15,000 | p. 12 |
| JDVIX | Tiia Ingrid Karlen Roth IRA ⇒ John Hancock Disciplined Value International Fund Class I (JDVIX) MF | Member | $1,001 - $15,000 | p. 12 |
| PWJZX | Tiia Ingrid Karlen Roth IRA ⇒ PGIM Jennison International Opportunities Fund Class Z (PWJZX) MF | Member | $1,001 - $15,000 | p. 12 |
| SBLTX | Ameriprise One Account ⇒ Western Asset Intermediate-Term Municipals Fund Class A (SBLTX) MF | Joint | $1 - $1,000 | p. 1 |
| FIXIX | Richard R Larsen and Tiia I Karlen Revocable Living Trust Fund 2 ⇒ Fidelity Advisor International Small Cap Fund: Class I (FIXIX) MF | Joint | $1 - $1,000 | p. 2 |
| JPM | Richard R Larsen IRA ⇒ JP Morgan Chase & Co. (JPM) ST | Member | $1 - $1,000 | p. 5 |
| MMC | Richard R Larsen IRA ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) ST | Member | $1 - $1,000 | p. 5 |
| SYK | Richard R Larsen IRA ⇒ Stryker Corporation (SYK) ST | Member | $1 - $1,000 | p. 6 |
| FRGXX | Richard R Larsen IRA ⇒ acct 2136 ⇒ FIMM Government Portfolio: Institutional Class (FRGXX) MF | Member | None | p. 7 |
10 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | S | July 8, 2026 | $1,001 - $15,000 | July 12, 2026 filing 20034977, p. 1 |
| APH | Amphenol Corporation Common Stock (APH) ST | Member | P | July 8, 2026 | $1,001 - $15,000 | July 12, 2026 filing 20034977, p. 1 |
| MCK | McKesson Corporation Common Stock (MCK) ST | Member | P | July 8, 2026 | $1,001 - $15,000 | July 12, 2026 filing 20034977, p. 1 |
| SPGI | S&P Global Inc. Common Stock (SPGI) ST | Member | S | July 8, 2026 | $1,001 - $15,000 | July 12, 2026 filing 20034977, p. 1 |
| AXP | American Express Company Common Stock (AXP) ST | Member | S | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 1 |
| AWK | American Water Works Company, Inc. Common Stock (AWK) ST | Member | S | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 1 |
| BR | Broadridge Financial Solutions, Inc. Common Stock (BR) ST | Member | S | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 1 |
| CARR | Carrier Global Corporation Common Stock (CARR) ST | Member | P | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 1 |
| CASY | Caseys General Stores, Inc. - Common Stock (CASY) ST | Member | P | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 1 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) ST | Member | P | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 2 |
| PAYX | Paychex, Inc. - Common Stock (PAYX) ST | Member | S | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 2 |
| SNDA | Sonida Senior Living, Inc. Common Stock (SNDA) ST | Joint | S | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 2 |
| WAB | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) ST | Member | P | April 7, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 2 |
| none | CNL Healthcare Properties Inc (widely held) OT | Joint | E | March 31, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 2 |
| SNDA | Sonida Senior Living, Inc. Common Stock (SNDA) ST | Joint | E | March 31, 2026 | $1,001 - $15,000 | April 15, 2026 filing 20034351, p. 2 |
| DRI | Darden Restaurants, Inc. Common Stock (DRI) ST | Member | P | January 7, 2026 | $1,001 - $15,000 | January 14, 2026 filing 20033814, p. 1 |
| ESS | Essex Property Trust, Inc. Common Stock (ESS) ST | Member | S | January 7, 2026 | $1,001 - $15,000 | January 14, 2026 filing 20033814, p. 1 |
| META | Meta Platforms, Inc. - Class A Common Stock (META) ST | Member | P | January 7, 2026 | $1,001 - $15,000 | January 14, 2026 filing 20033814, p. 1 |
| MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) ST | Member | S | January 7, 2026 | $1,001 - $15,000 | January 14, 2026 filing 20033814, p. 1 |
| VRSK | Verisk Analytics, Inc. - Common Stock (VRSK) ST | Member | S | January 7, 2026 | $1,001 - $15,000 | January 14, 2026 filing 20033814, p. 1 |
| WM | Waste Management, Inc. Common Stock (WM) ST | Member | P | January 7, 2026 | $1,001 - $15,000 | January 14, 2026 filing 20033814, p. 2 |
| ABT | Abbott Laboratories Common Stock (ABT) ST | Member | P | October 6, 2025 | $1,001 - $15,000 | October 16, 2025 filing 20032298, p. 1 |
| AEP | American Electric Power Company, Inc. (AEP) ST | Member | P | October 6, 2025 | $1,001 - $15,000 | October 16, 2025 filing 20032298, p. 1 |
| CL | Colgate-Palmolive Company Common Stock (CL) ST | Member | S | October 6, 2025 | $1,001 - $15,000 | October 16, 2025 filing 20032298, p. 1 |
| ODFL | Old Dominion Freight Line, Inc. - Common Stock (ODFL) ST | Member | S | October 6, 2025 | $1,001 - $15,000 | October 16, 2025 filing 20032298, p. 1 |
| WMT | Walmart Inc. Common Stock (WMT) ST | Member | P | October 6, 2025 | $1,001 - $15,000 | October 16, 2025 filing 20032298, p. 1 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) ST | Member | S | October 6, 2025 | $1,001 - $15,000 | October 16, 2025 filing 20032298, p. 2 |
| AXP | American Express Company Common Stock (AXP) ST | Member | P | April 9, 2025 | $1,001 - $15,000 | April 15, 2025 filing 20030158, p. 1 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) ST | Member | S | April 9, 2025 | $1,001 - $15,000 | April 15, 2025 filing 20030158, p. 1 |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) ST | Member | P | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 1 |
| BAH | Booz Allen Hamilton Holding Corporation Common Stock (BAH) ST | Member | S | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 1 |
| BR | Broadridge Financial Solutions, Inc. Common Stock (BR) ST | Member | P | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 1 |
| CTAS | Cintas Corporation - Common Stock (CTAS) ST | Member | P | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 1 |
| CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) ST | Member | S | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 1 |
| GD | General Dynamics Corporation Common Stock (GD) ST | Member | S | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 1 |
| UNH | UnitedHealth Group Incorporated Common Stock (UNH) ST | Member | S | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 2 |
| VRSK | Verisk Analytics, Inc. - Common Stock (VRSK) ST | Member | P | January 7, 2025 | $1,001 - $15,000 | January 14, 2025 filing 20026587, p. 2 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- July 12, 2026 Periodic transaction report (2026), filing 20034977 itemised above
- May 13, 2026 Annual report (FD Original) (2025), filing 10075151 itemised above
- April 15, 2026 Periodic transaction report (2026), filing 20034351 itemised above
- January 14, 2026 Periodic transaction report (2026), filing 20033814 itemised above
- October 16, 2025 Periodic transaction report (2025), filing 20032298 itemised above
- July 14, 2025 Annual report (FD Original) (2024), filing 10066875
- May 12, 2025 Extension request (2024), filing 30023427
- April 15, 2025 Periodic transaction report (2025), filing 20030158 itemised above
- January 14, 2025 Periodic transaction report (2025), filing 20026587 itemised above
- July 17, 2024 Periodic transaction report (2024), filing 20025486
- April 10, 2024 Periodic transaction report (2024), filing 20024842
- January 19, 2024 Periodic transaction report (2024), filing 20024339
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